Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Chief Investment Officer
Summary: As Chinese trade war rhetoric becomes more strident the odds of a detente being reached at next month's G20 summit have shrunk to just 50/50. The upshot may be policy moves in the US and infrastructure development programmes in China.
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity